The operational control your accounting firm actually needs
DOKU Accountant brings clients, recurring tasks, communication, and data security into one multi-tenant platform, built for bookkeeping, payroll, and tax firms operating across Spanish, English, and Portuguese.
Includes the WISP module — FTC Safeguards Rule compliance built in, not a separate add-on.Built alongside real firms, from Florida to Latin America.
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Does your firm have a real WISP, or a template you signed once and never opened again?
Since June 9, 2023, every tax and accounting firm in the United States has been legally required — under the FTC Safeguards Rule (16 CFR §314.4) — to have a Written Information Security Program. This isn't a best-practice suggestion: it's a federal requirement, and the IRS keeps actively reinforcing it, with notices as recent as August 2026.
$10.22M
average cost of a data breach in the US in 2025 — the highest in the world
IBM, Cost of a Data Breach Report 2025
88%
of breaches at small businesses involved ransomware or extortion
Verizon, 2025 Data Breach Investigations Report
30 days
is the legal deadline to notify the FTC after an incident exposing 500+ people's data
FTC Safeguards Rule amendment, in effect since May 2024
It's already happening
an accounting firm just like yours was sanctioned by a state authority in October 2025 for these exact failures
New York Attorney General's Office, Wojeski & Company case, Oct-2025
A living program, not an archived PDF
19 controls mapped to §314.4 and NIST CSF 2.0
Every control is completed automatically from real platform data, from the WISP document itself, or from uploaded evidence — never a checkbox ticked without support.
Formal roles: QI, PIO, and Training Administrator
The software mirrors the exact roles the regulation requires, with permissions enforced server-side too, not just in the interface.
Vendor management with real reevaluation
A record of every vendor with access to client data, with a reevaluation history the system itself won't let anyone fake.
Incident response with the FTC's 30-day clock
An 8-step wizard automatically calculates the notification deadline and assembles the summary with everything §314.4(j) requires.
Training with a signed, verifiable certificate
Courses in Spanish, English, and Portuguese; passing one generates a certificate with a public verification page — real evidence, not just a completed course.
Executive compliance dashboard
An overall score and a visual radar across the six NIST CSF 2.0 functions, so the QI, a partner, or an external auditor can see real status in seconds.
Firms don't lose clients over bad work. They lose them over lost control.
Recurring work falls through spreadsheets
Month-end close, payroll, and filings depend on someone remembering to create the task on time.
Communication scattered everywhere
Client follow-up lives across WhatsApp, personal email, and spreadsheets nobody else can see.
Zero visibility across the team
As a partner or manager, you don't know what's overdue until the client calls asking.
One platform. Your whole operation, under control.
DOKU Accountant isn't a generic ERP bent into shape — it was built around how a multi-client, multi-country accounting firm actually works.
Everything your team needs to stop running on memory
Activity Control
A kanban board with cascading filters by consultant, client, service, and activity. Every recurring task generates itself, right on time.
Recurring task engine
Month-end close, biweekly payroll, Form 941, and more: DOKU calculates the next period and creates the task automatically — no one has to remember.
CRM with a prospect pipeline
From prospect to active client without leaving the platform, with history and status always visible to the whole team.
AI support copilot
Your team gets instant answers inside the platform, with automatic escalation to a ticket when a human needs to step in.
Native multi-language
Spanish, English, and Portuguese from day one — not partial translations, but a platform designed to operate across countries.
Google Workspace connected
Send email and manage Drive documents directly linked to each client, without duplicating work in another tab.
Time tracking
Measure real time spent per activity and per consultant, with reports ready to review profitability by client.
Real multi-tenant security
Every firm and every client is isolated at the database level (Row Level Security), not just at the interface level.
What's next
DOKU Mobile: your clients' portal, right from their phone
A companion app for your clients to upload documents, check the status of their requests, and get notifications — without relying on scattered emails or shared folders.
- Secure document upload, straight from the client's phone
- Real-time status on requests and filings
- Notifications so you stop chasing documents over WhatsApp
From demo to your team working in DOKU
Book a demo
We walk you through the platform using a case close to your firm's reality, not a generic demo.
We migrate your operation
We load your clients, services, and recurring activities together with your team, without dropping a single deadline along the way.
Your team starts operating in control
From day one, every consultant sees exactly what's theirs and when — and you see the real status of the whole firm.
A limited number of firms get in now, before public launch
Founding Firms help shape the roadmap and lock in preferential terms before DOKU Accountant has public pricing.
Apply as a Founding Firm- ✓Preferential pricing locked in for life, before public launch
- ✓1:1 assisted onboarding and data migration
- ✓Direct input into the product roadmap
- ✓Priority access to new modules (compliance, client portal) as soon as they leave beta
What firms like yours ask us
When can I start using DOKU Accountant?+
We're in early access with a limited number of Founding Firms. Once you join the waitlist, we'll reach out to schedule a demo and plan onboarding.
How much does it cost?+
We haven't published final pricing yet. Founding Firms get preferential terms defined ahead of public launch, discussed during the demo based on your firm's size.
Is my data — and my clients' data — secure?+
Yes. The platform enforces data isolation at the database level (Row Level Security) per firm and per client, not just interface-level restrictions.
Does it work as well in Spanish as in English?+
Yes — Spanish, English, and Portuguese are native to the platform by design, not translations bolted on afterward.
I already use another tool — can I migrate my data?+
Yes, onboarding includes assisted migration of your clients, services, and recurring activities.
Does DOKU actually help with WISP compliance, or is it just another template?+
It's a full module inside the platform: 19 controls mapped to §314.4 and NIST CSF 2.0, vendor management, incident response with the FTC deadline calculated automatically, training with a verifiable certificate, and an executive compliance dashboard. It doesn't replace your Qualified Individual's judgment — it backs it with real evidence.
When will the DOKU Mobile client portal be available?+
It's in active development as the platform's next major release. Founding Firms get priority access as soon as it leaves beta.
Be among the first firms into DOKU Accountant
Tell us about your firm and we'll reach out to schedule a demo.